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Concurrent Investment Advisors’s GE Aerospace GE Stock Holding History

Concurrent Investment Advisors’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$30.8K – 1972
2025
Q4 		$30.8K Hold
100
– – ﹤0.01% 1753
2025
Q3 		$30.1K Hold
100
– – ﹤0.01% 1461
2025
Q2 		$25.7K Buy
+100
New +$21.9K ﹤0.01% 1370
2025
Q1 		– Sell
-100
Closed -$16.7K – 1272
2024
Q4 		$16.7K Buy
+100
New +$17.8K ﹤0.01% 1092

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Concurrent Investment Advisors's GE Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its GE Aerospace (GE) stake by 24% in Q1 2026, selling an estimated $5.1M and leaving 51,309 shares worth $14.3M. The position accounts for 0.16% of the portfolio, ranked #136.

Concurrent Investment Advisors first reported a position in GE in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.6M in Q4 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Concurrent Investment Advisors held 51,309 shares of GE Aerospace worth $14.3M as of Q1 2026.
  • Concurrent Investment Advisors sold 16,228 GE Aerospace shares in Q1 2026, an estimated $5.1M.
  • GE Aerospace made up 0.16% of Concurrent Investment Advisors's portfolio in Q1 2026, its #136 holding.
  • Concurrent Investment Advisors first reported a position in GE Aerospace in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's GE Aerospace position peaked at $20.6M in Q4 2025.
  • 3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.